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Jason Scott Lacey

Pjs Investment Management

Cedarburg, WI

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Current Employers
Pjs Investment Management

W62N570 Washington Avenue, Cedarburg, WI 53012 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2014-03-13
  • WI RA
    APPROVED
    Since 2014-03-13

Branch Locations

W62N570 Washington Avenue, Cedarburg, WI 53012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pjs Investment Management Cedarburg WI 01/2014 Present
Previous Registrations
  • 2009-08-26 → 2013-12-31
    Lewis Lacey Capital Management, Llc
    Milwaukee, WI
    Milwaukee, WI
  • 2008-09-12 → 2009-03-06
    Sii Investments, Inc.
    Menomonee Falls, WI
  • 2007-06-13 → 2008-06-05
    Sii Investments, Inc.
    Menomonee Falls, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-30
S63 Uniform Securities Agent State Law Examination 2006-12-12
  • S65 Uniform Investment Adviser Law Examination
    2007-03-30
  • S63 Uniform Securities Agent State Law Examination
    2006-12-12
Designations
Other Names
  • Jason Lacey

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FOUNDERS FINANCIAL SECURITIES LLC
J. W. COLE ADVISORS, INC.
HARBOUR INVESTMENTS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC

Other Investors

STEVEN MATTHEW CLASEN
KIM MARIE CLARK
CHRIS CRAIN
PETER KOBIN
PATRICK WILLIAM HERKERT
Betty Jane Wellhoefer Hill
DAVID JOHN PAGEL
DAVID ALLAN PAGEL

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · CEDARBURG, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CEDARBURG, WI
FOUNDERS FINANCIAL SECURITIES LLC · Cedarburg, WI
J. W. COLE ADVISORS, INC. · Cedarburg, WI
HARBOUR INVESTMENTS, INC. · Cedarburg, WI
EDWARD JONES · CEDARBURG, WI
EDWARD JONES · CEDARBURG, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedarburg, WI

More in Cedarburg, WI

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